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Fund Mojo provides investors and financial advisors with in-depth mutual fund research and analysis, and a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.

mutual fund's Portfolio

See other Mutual Fund Community Portfolio

NameCategory1 Year (%)3 Year (%)5 year (%)
American Century Heritage RMid-Cap Growth-5.768.367.12
JHFunds2 Real Estate Secs 1Real Estate11.6710.289.71
T. Rowe Price Health SciencesHealth-12.8919.5020.35
JHancock Disciplined Value ILarge Value-4.677.6710.28
JPMorgan Mid Cap Value InstlMid-Cap Blend-0.4210.6212.07
** Click on column heading to sort data **


Portfolio Performance as of May 31, 2016
One year performance:-6.0%
Three year performance:11.7%
Five year performance:12.6%
Portfolio Allocation

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mutual fund recommendationMutual Fund Recommendation and Suggestions

Mutual Fund Recommendation and Suggestions Based on your personal portfolio categories

Mid-Cap Growth


Real Estate




Large Value


Mid-Cap Blend